AI

Atom Investors Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$12.8M
3
+$5.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.63M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.82M

Top Sells

1
+$9.19M
2
+$8.38M
3
+$8.21M
4
J icon
Jacobs Solutions
J
+$3.33M
5
AMD icon
Advanced Micro Devices
AMD
+$3.09M

Sector Composition

1 Financials 11.38%
2 Technology 8.92%
3 Healthcare 8.25%
4 Industrials 6.31%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$376K 0.14%
+5,247
152
$373K 0.14%
+4,838
153
$364K 0.14%
+1,470
154
$360K 0.14%
+1,052
155
$360K 0.14%
+786
156
$360K 0.14%
+2,669
157
$359K 0.14%
+1,753
158
$358K 0.14%
+11,333
159
$357K 0.14%
17,908
+588
160
$356K 0.14%
45,898
-19,881
161
$354K 0.13%
+5,149
162
$354K 0.13%
+1,645
163
$352K 0.13%
+3,134
164
$352K 0.13%
+2,350
165
$347K 0.13%
+24,056
166
$345K 0.13%
9,798
+824
167
$344K 0.13%
+9,267
168
$340K 0.13%
+5,999
169
$340K 0.13%
18,203
-43,577
170
$340K 0.13%
13,148
+819
171
$339K 0.13%
+2,176
172
$338K 0.13%
3,267
+331
173
$337K 0.13%
+9,907
174
$336K 0.13%
3,964
+681
175
$335K 0.13%
2,800
+657
5 6
7
8 9